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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,463 | $112,729-96.0% | $98,716-95.5% | $137,256-96.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 1.18% | 38.48%-37.3pp | 31.81%-30.6pp | 220.34%-219.2pp |
| Employer contribution / active EE | $269 | $2,725-90.1% | $2,279-88.2% | $4,156-93.5% |
| Participant deferral / active EE | $1,341 | $4,640-71.1% | $4,048-66.9% | $6,407-79.1% |
| Admin fee / account holder | $2,010 | $10,129-80.2% | $8,703-76.9% | $12,270-83.6% |